• Financial Advisor Marketing Podcast

  • 著者: James Pollard
  • ポッドキャスト

Financial Advisor Marketing Podcast

著者: James Pollard
  • サマリー

  • Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard
    Copyright 2018-2025
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あらすじ・解説

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard
Copyright 2018-2025
エピソード
  • Harsh Truths Only The Top 1% Of Financial Advisors Dare To Embrace
    2025/05/05

    I’ve noticed a trend among financial advisors:

    Only advisors who are in the top 1% (or have the potential to be in the top 1%) dare to embrace certain harsh truths about themselves and their businesses.

    The other 99% shy away from harsh truths and try to ignore them. But here’s the thing…

    You can’t ignore these harsh truths. If you’re making one of these mistakes, it’s only a matter of time before your business crashes and burns. Or worse, it’s locked in a purgatory state of mediocrity where your goals are forever out of reach.

    Think you can stomach the harsh truths that only the top 1% of financial advisors can?

    There’s only one way to find out -

    Listen now.

    Show highlights include:

    • The harsh truth that no financial advisor wants to hear (but must hear because it can save your business) (1:32)
    • This social media mistake can make you depressed, force your business into bankruptcy, and gaslight you into thinking you’re being productive (2:42)
    • The single most criminally underrated business “skill” only the top 1% of financial advisors have (and how the 901 secret helps you build it) (4:05)
    • Listen to this if you let your anxiety run your business before it sabotages everything you worked so hard to build (6:59)
    • Why hobbies with quantifiable metrics can actually make you a more effective marketer for your financial advice business (15:22)
    • How leveraging your achievements in marketing, especially ones that aren’t related to financial success, attract your ideal clients while repelling the headache clients (18:45)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    22 分
  • He Lost 50% Of His Business In A Year...
    2025/04/28

    A few years ago, a legendary marketer (who will remain anonymous to protect the guilty) launched a membership site for $97 a month. Within a year, he scaled his business to more than 1200 paying monthly members.

    But you know what?

    He lost more than 50% of his business! Today, he has fewer than 600 members.

    Why?

    Well, he made two business-sinking mistakes that I also see financial advisors making in their own businesses too.

    In today’s episode, I share this cautionary tale with you, reveal the two massive mistakes he made that resulted in losing more than 50% of his business, and explain how you can avoid these mistakes in your financial advice business.

    Listen now.

    Show highlights include:

    • 2 big mistakes you must avoid in business if you want to attract and retain clients (0:33)
    • The tragic story about how a marketing legend lost 50% of his business in a year (and how to avoid the same fate with your business) (1:53)
    • Why even the best marketing assets won’t mean diddly if your financial advice business lacks this… (6:28)
    • A few ways to deliver ongoing value to your clients that prevents them from leaving you for a competitor (7:56)
    • The weird way charging more for your services helps your clients even more than it helps your bank account (9:37)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    18 分
  • How To Identify Your Best Clients
    2025/04/21

    The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business.

    All clients aren’t created equally.

    But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar?

    That’s exactly what you’ll figure out after listening to this episode.

    Listen now.

    Show highlights include:

    • The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15)

    • How to name your products in a way that sells them for you (2:20)

    • Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29)

    • How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25)

    • 2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15)

    • These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50)

    • 4 reasons to filter your potential clients with the “T Method" (17:42)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    20 分

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